NIO delivered 48,135 vehicles in December 2025, achieving significant year-over-year growth across monthly, quarterly, and annual metrics.
Quiver AI Summary
NIO Inc. reported significant delivery milestones for December 2025, announcing that it delivered 48,135 vehicles, a 54.6% increase year-over-year, marking a monthly record. In the fourth quarter alone, NIO delivered 124,807 vehicles, up 71.7% compared to the same period last year. For the entire year of 2025, NIO's total deliveries amounted to 326,028 vehicles, reflecting a 46.9% year-over-year growth, with cumulative deliveries reaching 997,592 by December 31. The company highlighted the success of its flagship model, the NIO All-New ES8, which surpassed 40,000 cumulative deliveries, setting a record among high-priced battery electric vehicles in China. NIO continues to establish itself as a leader in the smart electric vehicle market through innovative technology and comprehensive service offerings.
Potential Positives
- 48,135 vehicles delivered in December 2025 marked a new monthly high, reflecting strong demand with a 54.6% increase year-over-year.
- The company achieved 124,807 vehicle deliveries in the fourth quarter of 2025, setting a quarterly record and showing an impressive 71.7% year-over-year growth.
- Total vehicle deliveries reached 326,028 for the year 2025, representing a significant 46.9% increase compared to the previous year.
- The NIO All-New ES8 surpassed 40,000 cumulative deliveries in December 2025, achieving the fastest delivery record among BEVs priced above RMB400,000 in China, indicating strong product competitiveness and consumer recognition.
Potential Negatives
- The press release emphasizes the need for caution regarding forward-looking statements, highlighting inherent risks and uncertainties that could affect the company's future performance and market position.
- No specific financial metrics or projections were provided beyond vehicle deliveries, which may leave investors wanting more detailed insights into profitability or financial health.
- Despite the impressive delivery numbers, the release does not address potential challenges such as supply chain issues or competition in the electric vehicle market, which may impact future growth.
FAQ
What were NIO's vehicle deliveries in December 2025?
NIO delivered 48,135 vehicles in December 2025, marking a 54.6% year-over-year increase.
How many vehicles did NIO deliver in 2025?
In total, NIO delivered 326,028 vehicles in 2025, which is a 46.9% increase year-over-year.
What records did NIO set in the fourth quarter of 2025?
NIO achieved a new quarterly record by delivering 124,807 vehicles, an increase of 71.7% year-over-year.
What is the NIO All-New ES8 delivery milestone?
The NIO All-New ES8 surpassed 40,000 cumulative deliveries, making it the fastest in its price segment in China.
What brands does NIO offer vehicles under?
NIO offers vehicles under three brands: NIO, ONVO, and FIREFLY, each catering to different market segments.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NIO Hedge Fund Activity
We have seen 194 institutional investors add shares of $NIO stock to their portfolio, and 154 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG removed 41,369,739 shares (-59.0%) from their portfolio in Q3 2025, for an estimated $315,237,411
- ASPEX MANAGEMENT (HK) LTD added 35,000,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $266,700,000
- JANE STREET GROUP, LLC added 18,736,828 shares (+3778.1%) to their portfolio in Q3 2025, for an estimated $142,774,629
- WT ASSET MANAGEMENT LTD added 18,650,894 shares (+inf%) to their portfolio in Q3 2025, for an estimated $142,119,812
- BNP PARIBAS FINANCIAL MARKETS added 16,696,203 shares (+874.3%) to their portfolio in Q3 2025, for an estimated $127,225,066
- D. E. SHAW & CO., INC. added 13,844,103 shares (+inf%) to their portfolio in Q3 2025, for an estimated $105,492,064
- GHISALLO CAPITAL MANAGEMENT LLC added 12,000,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $91,440,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NIO Analyst Ratings
Wall Street analysts have issued reports on $NIO in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 11/28/2025
- Freedom Capital Markets issued a "Buy" rating on 11/28/2025
- Citigroup issued a "Buy" rating on 11/26/2025
- UBS issued a "Buy" rating on 09/16/2025
- JP Morgan issued a "Overweight" rating on 08/26/2025
To track analyst ratings and price targets for $NIO, check out Quiver Quantitative's $NIO forecast page.
$NIO Price Targets
Multiple analysts have issued price targets for $NIO recently. We have seen 8 analysts offer price targets for $NIO in the last 6 months, with a median target of $7.0.
Here are some recent targets:
- Jiong Shao from Barclays set a target price of $4.0 on 11/28/2025
- Dmitriy Pozdnyakov from Freedom Capital Markets set a target price of $7.0 on 11/28/2025
- Eugene Hsiao from Macquarie set a target price of $5.3 on 11/26/2025
- Jeff Chung from Citigroup set a target price of $6.9 on 11/26/2025
- Vijay Rakesh from Mizuho set a target price of $7.0 on 09/23/2025
- Paul Gong from UBS set a target price of $8.5 on 09/16/2025
- Ming Hsun Lee from B of A Securities set a target price of $7.1 on 09/03/2025
Full Release
- 48,135 vehicles were delivered in December 2025, increasing by 54.6% year-over-year
- 124,807 vehicles were delivered in the three months ended December 2025, increasing by 71.7% year-over-year
- 326,028 vehicles were delivered in 2025 in total, increasing by 46.9% year-over-year
-
Cumulative deliveries reached 997,592 as of December 31, 2025
SHANGHAI, Jan. 01, 2026 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its December, fourth quarter and full year 2025 delivery results.
The Company delivered 48,135 vehicles in December 2025, a new monthly high, representing an increase of 54.6% year-over-year. The deliveries consisted of 31,897 vehicles from the Company’s premium smart electric vehicle brand NIO, 9,154 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 7,084 vehicles from the Company’s small smart high-end electric car brand FIREFLY. The Company delivered 124,807 vehicles in the fourth quarter of 2025, reaching a new quarterly record and representing an increase of 71.7% year-over-year. For the full year 2025, total deliveries reached 326,028 vehicles, increasing by 46.9% year-over-year. Cumulative deliveries reached 997,592 as of December 31, 2025.
In December 2025, our flagship premium SUV, the NIO All-New ES8, surpassed 40,000 cumulative deliveries, setting the fastest delivery record among BEVs priced above RMB400,000 in China. Powered by industry-leading smart EV technologies and supported by a comprehensive chargeable, swappable, and upgradable power network, the All-New ES8 has strengthened its leading position in the large three-row SUVs segment, demonstrating exceptional product competitiveness and widespread user recognition.
About NIO Inc.
NIO Inc. is a pioneer and a leading company in the global smart electric vehicle market. Founded in November 2014, NIO aspires to shape a sustainable and brighter future with the mission of “Blue Sky Coming”. NIO envisions itself as a user enterprise where innovative technology meets experience excellence. NIO designs, develops, manufactures and sells smart electric vehicles, driving innovations in next-generation core technologies. NIO distinguishes itself through continuous technological breakthroughs and innovations, exceptional products and services, and a community for shared growth. NIO provides premium smart electric vehicles under the NIO brand, family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand.
Safe Harbor Statement
This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in its annual report to shareholders, in announcements, circulars or other publications made on the websites of each of The Stock Exchange of Hong Kong Limited (the “SEHK”) and the Singapore Exchange Securities Trading Limited (the “SGX-ST”), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results of operations; NIO’s ability to develop and manufacture vehicles of sufficient quality and appeal to customers on schedule and on a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving and its subscription services; its ability to improve the technologies or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its ability to secure sufficient reservations and sales of its vehicles; its ability to control costs associated with its operations; its ability to build its current and future brands; general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC and the announcements and filings on the websites of each of the SEHK and SGX-ST. All information provided in this press release is as of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
For more information, please visit: http://ir.nio.com
Investor Relations
[email protected]
Media Relations
[email protected]